Model Chapter Bylaws - Appraisal Institute

Model Chapter Bylaws

Effective May 7, 2020

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MODEL CHAPTER BYLAWS

Table of Contents

ARTICLE I: Name, Charter and Jurisdiction ................................................................................... 5

Part A: Name .................................................................................................................................... 5

Part B: Charter .................................................................................................................................. 5

Part C: Jurisdiction ............................................................................................................................ 5

ARTICLE II: Purposes ..................................................................................................................... 6

ARTICLE III: Belonging to a Chapter .............................................................................................. 7

Part A: Classifications of Membership, Candidacy or Affiliation .......................................................... 7

Part B: Requirement of Chapter Membership, Candidacy or Affiliation ............................................... 7

Part C: Assignment ........................................................................................................................... 7

Part D: Transfer ................................................................................................................................. 7

Part E: Primary Chapter .................................................................................................................... 7

Part F: Belonging to Multiple Chapters ............................................................................................... 7

ARTICLE IV: Designated Members, Candidates, Practicing Affiliates and Affiliates of the

Chapter and Their Privileges .......................................................................................................... 9

Part A: Designated Members ............................................................................................................. 9

Part B: Candidates ............................................................................................................................ 9

Part C: Practicing Affiliates .............................................................................................................. 10

Part D: Affiliates .............................................................................................................................. 11

ARTICLE V: Fiscal Year, Chapter Dues, and Fees ....................................................................... 12

Part A: Fiscal Year .......................................................................................................................... 12

Part B: Annual Chapter Dues or Fees .............................................................................................. 12

Part C: Dues of New Designated Members, or Fees of New Candidates, Practicing Affiliates, or

Affiliates .......................................................................................................................................... 12

Part D: Administrative Fees for Designated Members ...................................................................... 12

Part E: Payment Date ...................................................................................................................... 12

Part F: Late Fee and Nonpayment ................................................................................................... 13

Part G: Waiver of Dues or Fees ....................................................................................................... 13

Part H: Limitation on Dues and Fees ............................................................................................... 13

Part I: Special Assessments ............................................................................................................ 13

Part J: Special Assessment Payment Date ...................................................................................... 13

Part K: Waiver of Special Assessment ............................................................................................. 13

ARTICLE VI: Chapter Board of Directors ..................................................................................... 14

Part A: General Authority ................................................................................................................. 14

Part B: Composition ........................................................................................................................ 14


Part C: Term ................................................................................................................................... 14

Part D: Eligibility .............................................................................................................................. 14

Part E: Removal .............................................................................................................................. 14

Part F: Vacancies ............................................................................................................................ 15

Part G: Notice of Regular Meetings ................................................................................................. 15

Part H: Meetings ............................................................................................................................. 15

Part I: Special Board of Directors Meetings ...................................................................................... 15

Part J: Meetings in Person or by Interactive Technology .................................................................. 16

Part K: Action Without a Meeting ..................................................................................................... 16

Part L: Quorum................................................................................................................................ 16

ARTICLE VII: Chapter Officers ...................................................................................................... 17

Part A: General Provision ................................................................................................................ 17

Part B: Eligibility .............................................................................................................................. 17

Part C: Removal .............................................................................................................................. 17

Part D: Vacancies............................................................................................................................ 17

Part E: Duties of the Chapter President ........................................................................................... 18

Part F: Duties of the Chapter Vice President .................................................................................... 18

Part G: Duties of the Chapter Secretary ........................................................................................... 19

Part H: Duties of the Chapter Treasurer ........................................................................................... 19

ARTICLE VIII: Nominations and Elections ................................................................................... 21

Part A: Composition of Chapter Nominating Committee ................................................................... 21

Part B: Eligibility to Serve and Removal ........................................................................................... 21

Part C: Duties of Chapter Nominating Committee ............................................................................ 21

Part D: Report of Chapter Nominating Committee ............................................................................ 22

Part E: Additional Nominations ........................................................................................................ 22

Part F: Chapter Elections................................................................................................................. 22

Part G: Notification of Results .......................................................................................................... 23

Part H: Chapter Representatives to the Regional Committee ........................................................... 23

Part I: Use of Alternate Chapter Representatives ............................................................................. 23

ARTICLE IX: Chapter Committees ................................................................................................ 24

Part A: General ............................................................................................................................... 24

Part B: Required Chapter Committees ............................................................................................. 25

Part C: Optional Chapter Committees .............................................................................................. 26

ARTICLE X: Chapter Meetings and Quorums .............................................................................. 29

Part A: Regular Chapter Meetings ................................................................................................... 29

Part B: Special Chapter Meetings .................................................................................................... 29

Part C: Meetings in Person or by Interactive Technology ................................................................. 29

Part D: Quorum ............................................................................................................................... 29

Part E: Joint Meetings ..................................................................................................................... 30


Part F: Robert’s Rules of Order ....................................................................................................... 30

ARTICLE XI: Branch Chapters ...................................................................................................... 31

Part A: Purpose ............................................................................................................................... 31

Part B: Formation ............................................................................................................................ 31

Part C: Procedures and Directives ................................................................................................... 31

Part D: Branch Chapter ................................................................................................................... 31

Part E: Branch Chapter Leadership ................................................................................................. 31

Part F: Removal .............................................................................................................................. 31

Part G: Branch Chapter Chair .......................................................................................................... 32

Part H: Branch Chapter Vice Chair .................................................................................................. 32

Part I: Branch Chapter Advisory Board ............................................................................................ 32

Part J: Branch Chapter Meetings ..................................................................................................... 32

Part K: Branch Chapter Funding ...................................................................................................... 32

Part L: Branch Chapter Reports ....................................................................................................... 32

ARTICLE XII: Chapter Publications .............................................................................................. 33

Part A: Chapter Directory................................................................................................................. 33

Part B: Chapter Newsletter .............................................................................................................. 33

Part C: Chapter Website .................................................................................................................. 33

ARTICLE XIII: Restrictions Upon the Powers of Chapters .......................................................... 34

Part A: General Limitation................................................................................................................ 34

Part B: Adoption and Amendment of Chapter Bylaws ...................................................................... 34

Part C: Restriction Upon Committing the Appraisal Institute ............................................................. 34

Part D: Acting in the Name of the Appraisal Institute ........................................................................ 35

Part E: Acting in the Name of the Chapter ....................................................................................... 35

Part F: Restriction Upon Incorporation ............................................................................................. 35

Part G: Use of Chapter Funds ......................................................................................................... 35

Part H: Chapter Education Trust Funds ........................................................................................... 35

ARTICLE XIV: Suspension or Revocation of Charter .................................................................. 37

Part A: Suspension or Revocation for Cause ................................................................................... 37

Part B: Surrender of Charter ............................................................................................................ 37

Part C: Disposition of Assets ........................................................................................................... 37

5 | Model Chapter Bylaws

ARTICLE I 1

2

Name, Charter and Jurisdiction 3

4

Part A: Name 5

The name of this organization is the ___________________________ Chapter of the Appraisal 6

Institute (hereinafter referred to as “Chapter”). 7

8

9

Part B: Charter 10

This Chapter was created and exists solely by reason of the charter granted to it by the Appraisal 11

Institute and shall hold all its property in trust for the Appraisal Institute. 12

13

14

Part C: Jurisdiction 15

The territorial jurisdiction assigned to this Chapter by the Board of Directors of the Appraisal Institute 16

is [indicate Chapter area as defined]: 17

18


ARTICLE II 19

20

Purposes 21

22

The purposes for which this Chapter is formed are and shall be the purposes of the Appraisal Institute 23

as set forth in the national Bylaws, and in addition to afford local Designated Members, Candidates, 24

Practicing Affiliates and Affiliates of the Appraisal Institute a suitable means for exchanging 25

information and experience. 26

27

No part of the net income of the Chapter shall inure to the benefit of any individual or any group of 28

Designated Members, Candidates, Practicing Affiliates, and/or Affiliates of the Appraisal Institute. The 29

Chapter is not organized for profit or to engage in any activity ordinarily carried on for profit. 30

31

32

33


ARTICLE III 34

35

Belonging to a Chapter 36

37

Part A: Classifications of Membership, Candidacy or Affiliation 38

Chapters shall have Designated Members, Candidates, Practicing Affiliates, Affiliates and Honorary 39

Members as defined in the national Bylaws of the Appraisal Institute. 40

41

42

Part B: Requirement of Chapter Membership, Candidacy or Affiliation 43

All Designated Members, Candidates, Practicing Affiliates and Affiliates must belong to a Chapter. If 44

and when an individual who has belonged to a Chapter ceases to be a Designated Member, 45

Candidate, Practicing Affiliate or Affiliate, such individual shall no longer belong to such Chapter. 46

47

48

Part C: Assignment 49

Rules concerning which Chapter a Designated Member, Candidate, Practicing Affiliate or Affiliate 50

may belong to are found in Regulation No. 8 of the Appraisal Institute. 51

52

53

Part D: Transfer 54

A Chapter may not unilaterally waive the requirement that a Designated Member, Candidate, 55

Practicing Affiliate or Affiliate within its jurisdiction belong to the Chapter. However, a Designated 56

Member, Candidate, Practicing Affiliate or Affiliate may transfer from the Chapter with jurisdiction to a 57

Chapter with contiguous territory upon written agreement between both Chapters and the individual 58

involved, and written notice delivered to the national headquarters. 59

60

61

Part E: Primary Chapter 62

A Designated Member, Candidate, Practicing Affiliate or Affiliate may belong to more than one 63

Chapter, however, such individual must choose a primary Chapter. Chapter size shall be determined 64

as of January 1 of each year. For purposes of determining Chapter size for representation to the 65

regional committee, only those Designated Members who have chosen the Chapter as their primary 66

Chapter shall be counted. 67

68

A Designated Member shall vote only in his or her primary Chapter on Regional and national issues. 69

A Candidate, Practicing Affiliate or Affiliate shall have the right to vote only in his or her primary 70

Chapter on Regional and national issues except on admissions issues and education issues where 71

examination security is impacted. 72

73

74

Part F: Belonging to Multiple Chapters 75

A Designated Member, Candidate, Practicing Affiliate or Affiliate may belong to more than one 76

Chapter provided that: 77

78

1) such individual chooses a primary Chapter; and 79

80

2) the Chapter that is not primary permits individuals to join the Chapter as their non-primary 81

Chapter. 82

https://www.appraisalinstitute.org/assets/1/7/reg8.pdf


A Designated Member, Candidate, Practicing Affiliate or Affiliate who belongs to more than one 83

Chapter shall: 84

85

1) pay dues and fees specified in these Bylaws to each Chapter to which he or she belongs; and 86

87

2) have the Chapter voting rights specified in these Bylaws only in his or her primary Chapter. 88

89


ARTICLE IV 90

91

Designated Members, Candidates, Practicing 92

Affiliates and Affiliates of the Chapter and Their 93

Privileges 94

95

Part A: Designated Members 96

Section 1. Categories and Statuses 97

Chapters shall have Practicing and Non-Practicing Designated Members as defined in the national 98

Bylaws. Practicing Designated Members may also hold the status of Practicing Life Designated 99

Member or Practicing Semi-Retired Designated Member. Non-Practicing Designated Members may 100

also hold the status of Non-Practicing Retired Designated Member or Non-Practicing Life Designated 101

Member. 102

103

Section 2. Voting Rights 104

Designated Members in good standing except Non-Practicing Designated Members who do not hold 105

the status of Non-Practicing Retired Designated Member or Non-Practicing Life Designated Member 106

shall have the right to vote at the Chapter level. 107

108

Section 3. Eligibility for Service 109

Designated Members may serve in any Chapter office, on the Chapter Board of Directors and on any 110

Chapter committee, panel, project team or other Chapter body if such Designated Members: 111

112

a) are members of the Chapter in good standing; 113

114

b) hold the status “continuing education completed”; 115

116

c) have not been subject to a publishable disciplinary action by the Appraisal Institute within the five 117

(5) years prior to election or appointment; 118

119

d) stay up-to-date on the content of Appraisal Institute communications, including but not limited to, 120

the content of all non-commercial e-mails originating from the national organization, the 121

individual’s region and the individual’s chapter; and 122

123

e) are not otherwise precluded from serving by these Bylaws. 124

125

126

Part B: Candidates 127

Section 1. Candidates 128

Chapters shall have Candidates as defined in the national Bylaws. 129

130


Candidates in good standing shall have the right to vote at the Chapter level except on: 132

133

a) education issues where examination security is impacted; or 134

135

b) admissions issues. 136

137



Except where provided otherwise, Candidates in good standing may serve in any Chapter office other 139

than President, on the Chapter Board of Directors and on Chapter committees, panels, project teams 140

or other Chapter bodies if such Candidates: 141

142

a) are Candidates in good standing; 143

144

b) have completed the continuing education requirements for Candidates; 145

146


(5) years prior to election or appointment; and 148

149



individual’s region and the individual’s chapter. 152

153

Candidates who serve at the Chapter level may not participate in: 154

155


157

b) confidential admissions issues. 158

159

160

Part C: Practicing Affiliates 161

Section 1. Practicing Affiliates 162

Chapters shall have Practicing Affiliates as defined in the national Bylaws. 163

164


Practicing Affiliates in good standing shall have the right to vote at the Chapter level except on: 166

167


169


171


Except where provided otherwise, Practicing Affiliates may not serve in any Chapter offices, or on the 173

Chapter Board of Directors. Practicing Affiliates who were elected or appointed to hold Chapter 174

offices, or serve on the Chapter Board of Directors prior to January 1, 2013 may complete the 175

balance of their terms so long as they continue to meet all other requirements for service and 176

maintain their Practicing Affiliate status, but shall not be eligible for re-election or re-appointment 177

unless they become Candidates or Designated Members. 178

Except where provided otherwise, Practicing Affiliates may serve on Chapter Committees of 179

Education, Finance, Government Relations, External Relations, and Public Relations, on Chapter 180

panels, project teams and other Chapter bodies where permitted if such Practicing Affiliates: 181

182

a) are a Practicing Affiliate in good standing; 183

184

b) have completed any continuing education requirements for Practicing Affiliates; 185

186


(5) years prior to appointment; and 188


189




193

Practicing Affiliates who serve at the Chapter level may not participate in: 194


196


198

199

Part D: Affiliates 200

Section 1. Affiliates Category 201

Chapters shall have Affiliates as defined in the national Bylaws. 202

203


Affiliates in good standing shall have the right to vote at the Chapter level except on: 205

206


208


210


Except where provided otherwise, Affiliates may not serve in Chapter offices, on the Chapter Board of 212

Directors or on Chapter committees. Affiliates who were elected or appointed to serve on Chapter 213

committees prior to January 1, 2013 may complete the balance of their terms so long as they as they 214

continue to meet all other requirements for service and maintain their Affiliate status, but shall not be 215

eligible for re-election or re-appointment unless they become Candidates or Designated Members. 216

217

Except where provided otherwise, Affiliates may serve on Chapter panels, project teams and other 218

Chapter bodies where permitted if such Affiliates: 219

220

a) are Affiliates in good standing; 221

222

b) have not been subject to a publishable disciplinary action by the Appraisal Institute within the five 223

(5) years prior to appointment; and 224

225

c) stay up-to-date on the content of Appraisal Institute communications, including but not limited to, 226



229

Affiliates who serve at the Chapter level may not participate in: 230

231


233


235

236

237


ARTICLE V 238

239

Fiscal Year, Chapter Dues, and Fees 240

241

Part A: Fiscal Year 242

The fiscal year of the Chapter shall be the calendar year. 243

244

245

Part B: Annual Chapter Dues or Fees 246

Except as provided otherwise, all Designated Members, Candidates, Practicing Affiliates and 247

Affiliates belonging to a Chapter shall pay annual Chapter dues or fees. The amount of Chapter dues 248

and fees shall be set by the Chapter Board of Directors if the national Board of Directors has not 249

established such amount. The amount set for Chapter dues and fees may not exceed the annual 250

national dues and fees set by the national Board of Directors for Designated Members, Candidates, 251

Practicing Affiliates or Affiliates. Invoices for dues and fees shall be issued by the Appraisal Institute 252

with the Chapter dues and fees being remitted to chapter bank accounts. Except where the national 253

Bylaws, Regulations, and policies of the Appraisal Institute provide otherwise, dues and fees 254

collected during one month shall be remitted to chapter bank accounts no later than the fifteenth of 255

the subsequent month. Other Chapter expenses, such as meal costs and assessments, shall be the 256

responsibility of the Chapter for collection and shall not be considered as dues or fees. 257

258

As defined in the national Bylaws of the Appraisal Institute, Honorary Members, national Past 259

Presidents and Non-Practicing Retired Designated Members are not required to pay Chapter dues. 260

261

262

Part C: Dues of New Designated Members, or Fees of New Candidates, 263

Practicing Affiliates, or Affiliates 264

The Chapter dues of a new Designated Member or fees for a new Candidate, Practicing Affiliate or 265

Affiliate for the year in which he or she is admitted shall be prorated on a monthly basis. The Chapter 266

dues of Designated Members or fees of Candidates, Practicing Affiliates or Affiliates joining after 267

November 1 shall be credited to the following fiscal year. 268

269

270

Part D: Administrative Fees for Designated Members 271

Non-Practicing Retired Designated Members shall pay an annual Chapter administrative fee in an 272

amount set by the Chapter Board of Directors. The amount set for a Chapter administrative fee may 273

not exceed the annual national administrative fee set by the national Board of Directors. Non-274

Practicing Retired Designated Members who fail to pay the administrative fee shall cease to receive 275

any services from the Chapter. 276

277

278

Part E: Payment Date 279

Annual Chapter membership dues, Candidate fees, Practicing Affiliate fees, Affiliate fees and Chapter 280

administrative fees for Non-Practicing Retired Designated Members shall be payable in accordance 281

with the policy set by the national Board of Directors. 282


Part F: Late Fee and Nonpayment 283

A late fee shall be charged to all Designated Members, Candidates, Practicing Affiliates and Affiliates 284

in accordance with the policy set by the national Board of Directors. 285

286

The rules governing suspension or termination of a Designated Member, Candidate, Practicing 287

Affiliate or Affiliate for nonpayment of dues, fees or administrative fees are found in the national 288

Bylaws. 289

290

291

Part G: Waiver of Dues or Fees 292

The Chapter Board of Directors may suspend or waive, in whole or in part, the payment of Chapter 293

member dues, Chapter Candidate, Practicing Affiliate, or Affiliate fees or Chapter administrative fees 294

by any Designated Member, Candidate, Practicing Affiliate or Affiliate belonging to the Chapter. The 295

Chair of the national Finance Committee must receive notice delivered in writing of the waiver of 296

Chapter dues, fees or administrative fees and the reason for such waiver. 297

298

299

Part H: Limitation on Dues and Fees 300

The Chapter may not charge member dues, Candidate, Practicing Affiliate, or Affiliate fees or 301

administrative fees other than as authorized above without the approval of the national Board of 302

Directors. A Chapter may, however, charge for meal costs and/or levy special assessments. 303

304

305

Part I: Special Assessments 306

The Chapter may levy a special assessment upon its Designated Members, Candidates, Practicing 307

Affiliates and Affiliates to create or maintain funds for the Chapter held in reserve or to pay the cost of 308

a specific Chapter special activity or project. A special assessment must be authorized by the 309

affirmative vote of not less than seventy-five percent (75%) of the Designated Members, Candidates, 310

Practicing Affiliates and Affiliates of the Chapter present and voting at a Chapter meeting. 311

312

Notice of the Chapter meeting at which the vote on a special assessment is to be taken shall specify 313

the time, date and purpose of such meeting. The amount of any special assessment, as applied to 314

each individual Designated Member, Candidate, Practicing Affiliate and Affiliate belonging to the 315

Chapter, shall not exceed the amount of the individual’s current annual national dues or fees to the 316

Appraisal Institute. 317

318

319

Part J: Special Assessment Payment Date 320

The due date (or dates) for payment of a special assessment of the Chapter shall be determined by 321

the Chapter Designated Members, Candidates, Practicing Affiliates and Affiliates at the time the 322

special assessment is authorized. 323

324

325

Part K: Waiver of Special Assessment 326

The Chapter Board of Directors may suspend or waive, in whole or in part, the payment of a Chapter 327

special assessment by any Designated Member, Candidate, Practicing Affiliate or Affiliate belonging 328

to the Chapter. The Chair of the national Finance Committee must receive notice delivered in writing 329

of the waiver of a Chapter special assessment and the reason for such waiver. 330

331


ARTICLE VI 332

333

Chapter Board of Directors 334

335

Part A: General Authority 336

The affairs and activities of the Chapter shall be administered by a Board of Directors. The Chapter 337

Board of Directors shall exercise all powers specifically delegated to the Chapters by Regulation No. 338

8, the national Bylaws and the policies of the Appraisal Institute, subject to the restrictions upon such 339

powers set forth in Regulation No. 8 and established by the national Board of Directors. 340

341

342

Part B: Composition 343

The Chapter Board of Directors shall consist of elected and ex officio voting and nonvoting members. 344

The elected officers of the Chapter, the Immediate Past President of the Chapter and the Chair of the 345

Branch Chapters(s) (if any) shall be ex officio voting members of the Chapter Board of Directors. 346

Each member of the national Board of Directors who belongs to the Chapter shall be an ex officio 347

nonvoting member of the Chapter Board of Directors including the right to introduce and second 348

motions and resolutions. 349

350

There shall be _____________ [no fewer than three (3)] elected members of the Chapter Board of 351

Directors. 352

353

354

Part C: Term 355

Approximately one-third (1/3) of the elected members of the Chapter Board of Directors shall be 356

elected each year to serve a three (3) year term. 357

358

359

Part D: Eligibility 360

A Designated Member or Candidate of the Chapter is eligible to serve on the Chapter Board of 361

Directors if he or she meets the requirements set forth in these Bylaws. No elected director shall 362

serve consecutive three (3) year terms unless recommended by the Regional Committee with 363

jurisdiction over the Chapter and approved by the national Board of Directors. 364

365

366

Part E: Removal 367

An elected member of the Chapter Board of Directors who fails to fulfill the duties of his or her 368

position or who fails to attend three (3) consecutive regularly scheduled Board meetings may be 369

removed by a sixty percent (60%) vote of the voting members of the Chapter Board of Directors. 370

Further, the national Board of Directors may remove an elected member of the Chapter Board of 371

Directors for cause by a sixty percent (60%) vote. 372

373

An elected member of the Chapter Board of Directors shall be automatically removed if he or she: 374

375

a) ceases to meet any of the service eligibility requirements set forth in these Bylaws; or 376

377

b) receives a publishable disciplinary action by Appraisal Institute. 378

379


In the event of removal under this Part, a vacancy for the position shall be declared, and the vacancy 380

shall be filled as described in these Bylaws. 381

Part F: Vacancies 382

If a vacancy occurs among the elected members of the Chapter Board of Directors, the Board, by 383

majority vote, shall fill the vacancy. The individual elected in this manner shall serve until the 384

remainder of the unexpired term is filled by election as set forth below. 385

386

To fill the remainder of the unexpired term, the Chapter shall first follow the nominating process set 387

forth in these Bylaws. After the nominating process is completed, the vacancy shall be filled by 388

election: 389

390

a) at the next regular Chapter meeting; 391

392

b) at a special Chapter meeting held before the next regular Chapter meeting; 393

394

c) via secure mail ballot if a majority of the Chapter Board of Directors approves such voting 395

procedure; or 396

397

d) via secure electronic means if a majority of the Chapter Board of Directors approves such voting 398

procedure. 399

400

401

Part G: Notice of Regular Meetings 402

The Chapter Secretary shall deliver in writing notice of each regular Chapter Board of Directors 403

meeting to each Director no fewer than fourteen (14) days prior to each meeting. 404

405

406

Part H: Meetings 407

The Chapter Board of Directors shall hold at least four (4) regular meetings a year. The regular 408

meetings shall be scheduled to permit timely discussion of matters to be considered by the national 409

Board of Directors at its meetings. 410

411

412

Part I: Special Board of Directors Meetings 413

A special Chapter Board of Directors meeting shall be called by the Chapter Secretary upon receipt of 414

a request that is delivered in writing and that is signed by the Chapter President or at least two (2) of 415

the voting members of the Chapter Board of Directors. Notice of a special Chapter Board of Directors 416

meeting may be either in accordance with the notice provision for regular Chapter Board of Directors 417

meetings or, if there is not sufficient time to permit such notice, the Chapter Secretary shall deliver 418

notice to each Director in person or by telephone, facsimile, traceable carrier or electronic 419

transmission at least twenty-four (24) hours in advance of the special meeting. If the latter alternative 420

for notice is used, at least seventy-five percent (75%) of the total number of Directors must attend the 421

special meeting, and this fact must be reflected in the minutes of the meeting. Notice of a special 422

Chapter Board of Directors meeting shall specify the date, time, place and purpose of the special 423

meeting. 424

425

426


Part J: Meetings in Person or by Interactive Technology 427

The Chapter Board of Directors may hold its meetings either in person or by interactive technology, 428

so long as all Directors participating in the meeting can communicate with one another. Interactive 429

technology includes, but is not limited to, conference telephone, electronic transmission, Internet 430

usage, and remote communication. Action taken at a meeting held via interactive technology shall be 431

as effective as if the Directors had met in person. 432

433

Part K: Action Without a Meeting 434

Except as otherwise expressly provided in these Bylaws, any action required or permitted to be taken 435

by the Chapter Board of Directors may be taken without a meeting if all members of the Chapter 436

Board of Directors consent in writing to that action. A member of the Chapter Board of Directors may 437

provide such written consent in electronic form. 438

439

An action by written consent shall have the same force and effect as any other validly approved 440

action of the Chapter Board of Directors. The written consent(s) shall be filed with the minutes of the 441

meetings of the Chapter Board of Directors. 442

443

444

Part L: Quorum 445

A quorum for any meeting of the Chapter Board of Directors shall consist of fifty percent (50%) of the 446

voting members. A meeting at which a quorum is initially present may continue to transact business, 447

notwithstanding the withdrawal of Directors, if any action taken is approved by at least a majority of 448

the required quorum for that meeting or by a majority of the remaining Directors, whichever is greater. 449

A member of the Chapter Board of Directors may neither attend a meeting by proxy, nor vote by 450

proxy. 451

452


ARTICLE VII 453

454

Chapter Officers 455

456

Part A: General Provision 457

The officers of the Chapter shall include a President, at least one (1) Vice President, a Secretary and 458

a Treasurer (or a Secretary-Treasurer). Each Chapter officer shall be elected annually to a one (1) 459

year term by a majority vote of the Designated Members, Candidates, Practicing Affiliates and 460

Affiliates belonging to the Chapter in the manner required by these Bylaws. 461

462

463

Part B: Eligibility 464

A Designated Member or Candidate belonging to the Chapter is eligible to serve as a Chapter officer 465

if he or she meets the requirements set forth in these Bylaws. The Chapter President shall be a 466

Designated Member. 467

468

469

Part C: Removal 470

A Chapter officer who fails to fulfill the duties of his or her position or who fails to attend three (3) 471

consecutive regularly scheduled Board meetings may be removed from office by a sixty percent 472

(60%) vote of the voting members of the Chapter Board of Directors. Further, the national Board of 473

Directors may remove a Chapter officer for cause by a sixty percent (60%) vote. 474

475

A Chapter officer shall be automatically removed if he or she: 476

477


479

b) receives a publishable disciplinary action by the Appraisal Institute. 480

481

In the event of removal under this Part, a vacancy for the position shall be declared, and the vacancy 482

shall be filled as described in these Bylaws. 483

484

485

Part D: Vacancies 486

In the event that a vacancy occurs in any Chapter office (other than the office of President), the 487

Chapter Board of Directors, by majority vote, shall fill the vacancy. The Designated Member or 488

Candidate elected in this manner shall serve until the remainder of the unexpired term is filled by 489

election as set forth below. 490

491

To fill the remainder of the unexpired term, the Chapter shall first follow the nominating process set 492

forth in these Bylaws. After the nominating process is completed, the Designated Members, 493

Candidates, Practicing Affiliates and Affiliates belonging to the Chapter shall fill the vacancy for the 494

remainder of the unexpired term by an election: 495

496

a) at the next regular Chapter meeting; 497

498

b) at a special Chapter meeting held before the next regular Chapter meeting; 499

500


c) via secure mail ballot if a majority of the Chapter Board of Directors approves such voting 501

procedure; or 502

503

d) via secure electronic means if a majority of the Chapter Board of Directors approves such voting 504

procedure. 505

506

507

Part E: Duties of the Chapter President 508

The Chapter President shall be the chief executive officer of the Chapter and shall: 509

510

a) preside at all regular and special Chapter meetings; 511

512

b) preside at all regular and special meetings of the Chapter Board of Directors; 513

514

c) carry out the policies and programs adopted by the Chapter Board of Directors; 515

516

d) serve as an ex officio non-voting member of all Chapter committees except the Nominating 517

Committee; 518

519

e) attend all Regional Committee meetings; 520

521

f) have an e-mail address and web access; 522

523

g) be familiar with the Bylaws, Regulations and policies of the Appraisal Institute and the Chapter 524

Bylaws; and 525

526

h) make Chapter committee appointments in accordance with these Bylaws. 527

528

The Chapter President may not serve more than two (2) consecutive complete terms as Chapter 529

President, unless recommended by the Regional Committee with jurisdiction over the Chapter and 530

approved by the national Board of Directors. 531

532

The incoming Chapter President must attend the Chapter Leadership Program at the national 533

meetings in the year prior to his or her presidency, or the Chapter must send another of its officers in 534

place of such incoming Chapter President. 535

536

537

Part F: Duties of the Chapter Vice President 538

The Vice President of the Chapter shall perform the duties of the Chapter President in the event of 539

the Chapter President’s absence or disability. The Chapter Vice President shall also perform such 540

other duties as may be assigned to him or her by the Chapter Board of Directors or the Chapter 541

President. The Chapter Vice President or the Chapter officer that is next in line to the Chapter 542

President shall succeed to the office of Chapter President should that office become vacant, except 543

that if the Chapter Vice President or the Chapter officer that is next in line to the Chapter President is 544

not a Designated Member, a special election to fill the Presidential vacancy shall be held. 545

546

[If the Chapter has more than one Vice President, a provision for more than one Chapter Vice 547

President must be stated.] 548

549

550


Part G: Duties of the Chapter Secretary 551

The Chapter Secretary shall keep an accurate record of the proceedings at all regular and special 552

Chapter meetings. Chapter records relating to Chapter Board of Directors meetings and Chapter 553

meetings shall be open for inspection upon written request by any Designated Member, Candidate, 554

Practicing Affiliate or Affiliate belonging to the Chapter who wishes to inspect such records; however, 555

Chapter records relating to litigation, privileged information and Chapter recommendation with respect 556

to an application for Designated membership, or an application for a Candidate, Practicing Affiliate or 557

an Affiliate shall not be open for inspection. 558

559

The Chapter Secretary shall deliver in writing a copy of the minutes from each regular or special 560

Chapter meeting and each regular or special meeting of the Chapter Board of Directors to each 561

Chapter Director and the Chief Executive Officer of the Appraisal Institute within thirty (30) days after 562

such meeting. 563

564

The Chapter Secretary shall prepare and issue the Chapter roster, effective January 1st of each 565

calendar year. The Chapter Secretary shall also maintain the Chapter roster. 566

567

The Chapter Secretary shall be responsible for the Chapter’s charter, seal, minute book and non-568

financial records. At the expiration of his or her term of office, the Chapter Secretary shall turn over to 569

his or her successor, the Chapter’s charter, seal, minute book and non-financial records in his or her 570

custody or control. 571

572

The Chapter Secretary shall perform such other duties as may be prescribed by the Chapter Board of 573

Directors or the Chapter President. 574

575

576

Part H: Duties of the Chapter Treasurer 577

578

Section 1. This section shall be applicable to the __________ Chapter if the Appraisal Institute 579

Chapter Financial Management and Administration Policy has not been implemented for the 580

__________ Chapter. Upon the full implementation of the Appraisal Institute Chapter Financial 581

Management and Administration Policy for the __________ Chapter, this section shall 582

automatically expire. 583

584

The Chapter Treasurer shall receive all monies collected by the Chapter, or by any officer or other 585

party on behalf of the Chapter, and shall deposit such monies in a bank or other financial institution 586

specified by the Chapter Board of Directors. The Chapter Treasurer shall make disbursements for 587

expenses up to $ _____________ [insert amount]. Disbursements exceeding the predetermined 588

maximum amount must be authorized by a majority vote of the Chapter Board of Directors at a 589

regular or special meeting, unless previously approved under the Chapter’s budget. The Chapter 590

shall follow the investment policy adopted by the Appraisal Institute. 591

592

The Chapter Treasurer shall ensure that annual financial statements (balance sheet and income 593

statement) are prepared in compliance with the standard chart of accounts for Chapters using the 594

online accounting system required by the Appraisal Institute. The Chapter Treasurer shall deliver a 595

written report about the Chapter’s general financial condition to the Chief Executive Officer of the 596

Appraisal Institute within thirty (30) days of the report’s presentation to the Chapter Board of 597


Directors. The annual financial statements shall, upon written request, be open for inspection by any 598

Chapter Designated Member, Candidate, Practicing Affiliate or Affiliate who wishes to inspect such 599

statements. 600

601

A Chapter’s receipts and/or funds shall be audited by an independent Certified Public Accountant 602

(CPA) if required by law or if the national Board of Directors deems such audit is in the best interest of 603

the Appraisal Institute. The report resulting from any audit shall be submitted to the Chair of the 604

national Audit Committee and the national Chief Financial Officer. 605

606

The expenses of the financial management, financial reporting and audits conducted pursuant to this 607

Part shall be borne by the Chapter. 608

609

At the expiration of his or her term of office, the Chapter Treasurer shall turn over to his or her 610

successor all bank accounts, funds, assets, books of account and other financial records of the 611

Chapter in his or her custody or control. These records may be audited by a special auditing 612

committee appointed by the Chapter President, if such audit is requested by a majority of the Chapter 613

Board of Directors. 614

615

Section 2. This section shall be applicable to the __________ Chapter if the Appraisal Institute 616

Chapter Financial Management and Administration Policy has been implemented. 617

618

The Chapter Treasurer shall receive all monies collected by the Chapter, or by any officer or other 619

party on behalf of the Chapter, and shall deposit such monies in a bank account designated for such 620

Chapter. The Chapter Treasurer shall approve disbursements for expenses that have been approved 621

within the annual Chapter operating budget. The Chapter President may approve disbursements for 622

expenses that have been approved within the annual Chapter operating budget if the Treasurer is 623

unavailable and/or delay in approval could incur late fees or cause other harm to the Chapter. 624

Disbursements not otherwise approved under a Chapter budget must be approved by a majority vote 625

of the Chapter Board of Directors. The Chapter shall follow the Appraisal Institute Chapter Financial 626

Management and Administration policy adopted by the Appraisal Institute. 627

628

The annual financial statements shall, upon written request, be open for inspection by any Chapter 629

Designated Member, Candidate, Practicing Affiliate or Affiliate who wishes to inspect such 630

statements. 631

632

633


ARTICLE VIII 634

635

Nominations and Elections 636

637

Part A: Composition of Chapter Nominating Committee 638

The Chapter shall annually create a Chapter Nominating Committee consisting of an ex officio 639

member, two (2) appointed committee members and two (2) committee members elected by the 640

Designated Members, Candidates, Practicing Affiliates and Affiliates belonging to the Chapter. 641

642

The ex officio member of the Chapter Nominating Committee shall be the Immediate Past President 643

of the Chapter. He or she shall serve as Chair of the Chapter Nominating Committee and shall be a 644

full voting member of that committee in accordance with Robert’s Rules of Order, Newly Revised. If 645

the Immediate Past President of the Chapter is unwilling or unable to serve in this capacity, the 646

Chapter Board of Directors shall elect an individual to act as Chair of the Chapter Nominating 647

Committee. 648

649

The Chapter President shall appoint one (1) Chapter Nominating Committee member at, or prior to, 650

the first regular meeting of the Chapter Board of Directors each year. The Chapter Board of Directors 651

shall appoint one (1) Chapter Nominating Committee member at its first regular meeting each year. 652

Appointed members of the Chapter Nominating Committee shall serve a one (1) year term and shall 653

not be eligible to serve consecutive terms on the Chapter Nominating Committee. 654

655

The two (2) elected members of the Chapter Nominating Committee shall be elected by the 656

Designated Members, Candidates, Practicing Affiliates and Affiliates belonging to the Chapter at the 657

first regular Chapter meeting in each year. All nominations for the elected positions shall be made 658

from the floor. Elected members of the Chapter Nominating Committee shall serve a one (1) year 659

term and shall not be eligible to serve consecutive terms on the Chapter Nominating Committee. 660

Members of the Chapter Nominating Committee shall not be eligible for nomination by the Chapter 661

Nominating Committee for any positions. 662

663

The current President of the Chapter shall not serve on the Chapter Nominating Committee. 664

665

666

Part B: Eligibility to Serve and Removal 667

The requirements and rules for eligibility and removal for the Chapter Nominating Committee are set 668

forth in the Article of these Bylaws governing Chapter Committees. 669

670

671

Part C: Duties of Chapter Nominating Committee 672

Each year the Chapter Nominating Committee shall prepare a slate consisting of at least one (1) 673

nominee for each of the following positions, as necessary and subject to the expiration of terms as 674

specified in these Bylaws: each Chapter office, each vacancy on the Chapter Board of Directors and 675

each vacant Chapter Representative position to be filled for the succeeding year. 676

677

In addition, the Chapter Nominating Committee may recommend up to ten (10) alternate Chapter 678

Representatives who would be available to fulfill the duties of a Chapter Representative elected by 679

the Chapter, or the Chapter President, who are unable to attend a Regional Committee meeting. 680


Part D: Report of Chapter Nominating Committee 681

Each year the Chapter Nominating Committee shall make its selections, prepare an appropriate 682

report and deliver this report in writing to the Chapter Secretary no fewer than thirty (30) days prior to 683

the date on which elections are scheduled to be held. The Chapter Secretary shall deliver in writing a 684

copy of the Chapter Nominating Committee report to each Designated Member, Candidate, Practicing 685

Affiliate and Affiliate belonging to the Chapter no fewer than twenty-five (25) days prior to the date on 686

which elections are scheduled to be held. 687

688

689

Part E: Additional Nominations 690

Additional nominations may be made by a timely filing of a written petition signed by at least five 691

percent (5%) of the total number of Designated Members, Candidates, Practicing Affiliates and 692

Affiliates in the Chapter. Such petition may be in electronic form. To be effective, each nominating 693

petition must be delivered in writing to the Chapter Secretary at least fifteen (15) days before the 694

regular Chapter meeting at which the election is to be held. The Chapter Secretary shall deliver in 695

writing a copy of any petition filed to each Designated Member, Candidate, Practicing Affiliate and 696

Affiliate belonging to the Chapter at least ten (10) days before the date on which elections are 697

scheduled to be held. 698

699

700

Part F: Chapter Elections 701

Chapter elections shall be held prior to June 30 each year. At the regular Chapter meeting at which 702

the election is to be held, the Designated Members, Candidates, Practicing Affiliates and Affiliates 703

belonging to the Chapter shall receive the Chapter Nominating Committee report and any petitions for 704

additional nominations. No additional nominations may be made from the floor. 705

706

The Designated Members, Candidates, Practicing Affiliates and Affiliates belonging to the Chapter 707

shall then proceed to elect the necessary Chapter officers, Chapter Directors, Chapter 708

Representatives, and at the option of the Chapter, alternative Chapter Representatives, for the 709

succeeding year. 710

711

Alternatively, by at least a majority vote of the Chapter Board of Directors, Chapter elections may be 712

conducted by mail ballot or electronic means. If a mail ballot or electronic means are used, the 713

Chapter must adopt a procedure that ensures voting security. For voting by mail ballot, such security 714

shall include at a minimum, the mailing by the Chapter Secretary of a numbered ballot to each 715

Designated Member, Candidate, Practicing Affiliate and Affiliate with a numbered return envelope. At 716

least twenty (20) days shall be allowed for the return of ballots. For voting by electronic means, the 717

procedure must ensure that each ballot is cast by a Designated Member, Candidate, Practicing 718

Affiliate or Affiliate having the right to vote, and that such individual has voted no more than once. 719

Examples of such secure electronic voting procedures include use of electronic signatures and 720

passwords. At least ten (10) days shall be allowed for the return of electronic ballots and access to 721

electronic ballots shall be limited to the Chapter Secretary and/or no more than two individuals 722

designated by the Chapter Board of Directors. Tabulation of mail or electronic ballots shall be 723

conducted by the Chapter Secretary and/or no more than two individuals designated by the Chapter 724

Board of Directors. The Chapter Secretary shall be responsible for the notification of results as 725

provided for in the following section. 726

727

728


Part G: Notification of Results 729

Immediately upon completion of the annual election, the Chapter Secretary shall provide notice 730

delivered in writing to the Designated Members, Candidates, Practicing Affiliates and Affiliates 731

belonging to the Chapter and the Regional Chair and the Chief Executive Officer of the Appraisal 732

Institute as to the names and addresses of the individuals elected for the ensuing year. 733

734

735

Part H: Chapter Representatives to the Regional Committee 736

Chapter Representatives to the Regional Committee will be elected on the basis of one (1) for every 737

(50) Designated Members in good standing per Chapter. If a Chapter has one (1) or more elected 738

Representative(s) to the Regional Committee, one (1) such Representative must be the Chapter Vice 739

President, or the Chapter officer next in line to the Chapter President. Chapter Representatives shall 740

serve no more than two (2) complete two (2) year terms. Chapters with more than one (1) 741

Representative shall elect approximately half of their Representatives each year to achieve staggered 742

terms. 743

744

The Chapter President shall automatically serve on the Regional Committee in addition to any elected 745

Chapter Representatives to the Regional Committee. 746

747

748

Part I: Use of Alternate Chapter Representatives 749

Chapters may elect Alternate Chapter Representative(s) to the Regional Committee. If the Chapter 750

President or a Chapter Representative to the Regional Committee is unable to attend a Regional 751

Committee meeting, the Chapter President shall notify the first Alternate Chapter Representative and 752

request that such Alternate attend the Regional Committee meeting. If the first Alternate is unable to 753

attend, the Chapter President shall proceed down the list of elected Alternate(s) until one who is able 754

to attend the Regional Committee meeting is found or the list is exhausted. The Chapter President 755

shall provide notice delivered in writing to the Regional Chair of the use of Alternate Chapter 756

Representatives to the Regional Committee. 757


ARTICLE IX 758

759

Chapter Committees 760

761

762

Part A: General 763

Section 1. Number and Types of Committees 764

Except where otherwise provided, each Chapter shall have the following committees: 765

766

a) Candidate Guidance Committee; 767

768

b) General and Residential Appraiser Education Committees (at the Chapter’s discretion, the 769

General Appraiser and Residential Appraiser Education Committees may be combined into one 770

Chapter Education Committee); 771

772

c) Finance Committee; and 773

774

d) Nominating Committee. 775

776

Chapters whose jurisdiction covers an entire state or territory shall have a Government Relations 777

Subcommittee in accordance with Regulation No. 8 (see Regulation No. 8 Government Relations 778

Subcommittee for requirements). 779

780

Each Chapter may have additional committees consistent with the Bylaws, Regulations and policies 781

of the Appraisal Institute. Such additional committees may include but are not limited to the following: 782

Bylaws Committee; Candidate Committee; External Relations Committee; Public Relations 783

Committee; and Government Relations Committee where there are multiple Chapters with jurisdiction 784

over portions of a state or territory. 785

786

Section 2. Eligibility to Serve 787

A Designated Member or a Candidate, or a Practicing Affiliate belonging to the Chapter shall be 788

eligible to serve on a Chapter Committee if he or she meets the requirements set forth in these 789

Bylaws. 790

791

Section 3. Removal 792

A Chapter Committee member who fails to fulfill his or her duties on a Chapter Committee may be 793

removed by a sixty percent (60%) vote of the voting members of the Chapter Board of Directors. 794

Further, the national Board of Directors may remove a Chapter Committee member for cause by a 795

sixty percent (60%) vote. 796

797

A Chapter Committee member shall be automatically removed if he or she: 798

799


801

b) receives a publishable disciplinary action by the Appraisal Institute. 802

803

In the event of removal under this Section, a vacancy shall be declared and the vacancy shall be filled 804

as described in these Bylaws. 805

806

807

808


Section 4. Vacancies 809

Unless otherwise provided by the national Bylaws or these Bylaws, if a vacancy occurs for whatever 810

reason on a Chapter committee, such vacancy shall be filled by appointment by the Chapter 811

President or by election for the remainder of the term, depending on the means by which the position 812

is regularly filled. However, the individual so appointed or elected must be qualified to serve in the 813

position from the time of appointment or election. 814

815

Any appointment by the Chapter President to fill a vacant Chapter committee position shall be subject 816

to approval by the Chapter Board of Directors at its next regular or special meeting. 817

818

819

Part B: Required Chapter Committees 820

Section 1. Chapter Candidate Guidance Committee 821

The Chapter Candidate Guidance Committee shall consist of a Chair and ____________ [minimum 822

of two (2)] other Committee members. The Committee Chair and Committee members must be 823

Designated Members of the Appraisal Institute and are encouraged to serve as Advisors to 824

Candidates. 825

826

The Chapter President shall appoint the Committee Chair and any Committee members whose terms 827

commence at the same time as the Chapter President’s, subject to the approval of the Chapter Board 828

of Directors. The Chair shall be appointed to serve a one (1) year term. The other Committee 829

members shall be appointed to serve three (3) year staggered terms. The Chair and other members 830

of the Chapter Candidate Guidance Committee are eligible to serve consecutive terms. 831

832

The duties of the Chapter Candidate Guidance Committee shall be to: 833

834

a) facilitate networking among Advisors to Candidates; and 835

836

b) arrange special programs and events for Candidates belonging to the Chapter to encourage and 837

help them in their efforts to become Appraisal Institute Designated Members; and 838

839

c) perform such other duties as may be assigned by the national Board of Directors and the 840

Chapter. 841

842

Section 2. Chapter Education Committee(s) 843

The Chapter Education Committee(s) shall consist of a Chair and _________ [at least two (2)] other 844

Committee members. 845

846

The currently serving Chapter President shall appoint the Chair(s) of the Chapter Education 847

Committee(s) in the first quarter of the year preceding the commencement of the Chapter Education 848

Chair’s(s) term subject to approval of the Chapter Board of Directors. The Chapter Education Chair(s) 849

shall serve either: 850

851

a) two (2) year term(s); or 852

853

b) one (1) year term(s) where the Chair(s) served as Vice Chair of the Chapter Education Committee 854

during the previous year unless the Regional Committee with jurisdiction over the Chapter 855

approves additional term(s). 856

857

The Chapter Education Chair(s) shall have an e-mail address and shall have web access. 858


859

The Chapter President shall appoint the members of the Chapter Education Committee(s) whose 860

terms commence at the same time as the Chapter President’s term, subject to approval of the 861

Chapter Board of Directors. The Chapter Education Committee(s) members shall be appointed to 862

serve three (3) year staggered terms and shall not be eligible to serve consecutive terms. 863

864

The duties of the Chapter Education Committee(s) shall be to formulate and submit to the Chapter 865

Board of Directors a general program for educational activities at the Chapter level for the year and to 866

take all steps necessary to prepare and conduct Chapter educational programs. The Chapter must 867

offer Appraisal Institute approved educational programs totaling at least ten (10) hours during each 868

calendar year, unless the Chapter opts out of providing education. 869

870

Section 3. Chapter Finance Committee 871

The Chapter Finance Committee shall consist of the Treasurer of the Chapter and ______________ 872

[minimum of three (3)] other Committee members. 873

874

The Chapter Treasurer shall be the Chair of the Chapter Finance Committee and shall serve a term 875

as Chair that is commensurate with his or her term as Chapter Treasurer. 876

877

The Chapter President shall appoint any Committee members whose terms shall commence at the 878

same time as the Chapter President’s, subject to the approval of the Chapter Board of Directors. 879

Committee members shall serve staggered three-year terms and shall not be eligible to serve 880

consecutive terms. 881

882

The Chapter Finance Committee shall prepare a proposed budget for the succeeding operating year 883

and shall deliver in writing its recommendations concerning proposed changes in the Chapter budget 884

for the current year to the Chapter Board of Directors for approval. The Chapter Treasurer shall 885

deliver in writing a copy of the approved budget to the Chief Executive Officer, or staff designated by 886

the CEO, of the Appraisal Institute no later than January 31 of each year. 887

888

The Chapter Finance Committee must periodically review the general financial condition of the 889

Chapter and submit reports concerning such condition to the Chapter Board of Directors. 890

891

Section 4. Chapter Nominating Committee 892

The composition, powers and duties of the Chapter Nominating Committee are set forth in Article VIII 893

of these Bylaws. 894

895

896

Part C: Optional Chapter Committees 897

Section 1. Chapter Bylaws Committee 898

If the Chapter Bylaws provide for a Chapter Bylaws Committee, such Committee shall consist of a 899

Chair and a minimum of two (2) other Committee members. 900

901

The Chapter President shall appoint the Committee Chair and Committee members whose terms 902

shall commence at the same time as the President’s, subject to approval of the Chapter Board of 903

Directors. The Chair shall be appointed for a one (1) year term. The other Committee members shall 904

be appointed to serve three (3) year staggered terms and shall not be eligible to serve consecutive 905

terms. 906


907

The duties of the Chapter Bylaws Committee shall be to maintain the Chapter Bylaws and make 908

recommendations regarding the national Bylaws and Regulations. 909

910

Section 2. Chapter Candidate Committee 911

If the Chapter Bylaws provide for a Chapter Candidate Committee, such Committee shall consist of 912

the Candidates of the Chapter. 913

914

The Chair of the Chapter Candidate Committee shall be elected from among the Candidates of the 915

Chapter at the same time that the Chapter holds its other elections pursuant to these Bylaws. The 916

Chair shall be elected by the Candidates belonging to the Chapter present and voting at the election. 917

918

The Chair shall serve a two (2) year term and may serve two (2) consecutive two (2) year terms. The 919

term of a Chair shall commence on the January 1st following election. If the individual elected as 920

Chair becomes a Designated Member before commencing his or her term or if the Chair becomes a 921

Designated Member during his or her term as Chair, such individual can fulfill his or her complete two 922

(2) year term but shall not be eligible for election to another term. 923

924

The Chapter Candidate Committee shall: 925

926

a) discuss issues impacting Candidates and provide recommendations to other bodies as 927

appropriate; 928

929

b) work to enhance communications among Candidates of the Chapter and between Candidates 930

and the Regions, and Candidates and the national organization; 931

932

c) work with the Chapter Candidate Guidance Committee as appropriate; and 933

934

d) work to develop future leaders for the Chapter and the organization as a whole. 935

936

Section 3. Chapter External Relations Committee 937

If the Chapter Bylaws provide for a Chapter External Relations Committee, such Committee shall 938

consist of a Chair and a minimum of two (2) other Committee members. 939

940



Directors. The Chair shall be appointed to a one (1) year term. The other Committee members shall 943

be appointed to serve three (3) year staggered terms and shall not be eligible to serve consecutive 944

terms. 945

946

The duties of the External Relations Committee shall be to develop Chapter relations with other 947

organizations, including other appraisal organizations, other Chapters of the Appraisal Institute, other 948

professional organizations and various public bodies when the actions of such organizations or public 949

bodies may affect the Chapter and those who belong to the Chapter. 950

951

Section 4. Chapter Public Relations Committee 952

If the Chapter Bylaws provide for a Chapter Public Relations Committee, such Committee shall 953


955




Directors. The Chair shall be appointed to serve a one (1) year term. The other Committee members 958

shall be appointed to serve three (3) year staggered terms and shall not be eligible to serve 959

consecutive terms. 960

961

The duties of the Chapter Public Relations Committee shall be to publicize the activities and 962

programs of the Chapter and to promote attendance at Chapter meetings and educational events. 963

964

Section 5. Chapter Government Relations Committee 965

If the Chapter Bylaws provide for a Chapter Government Relations Committee, such Committee shall 966


968

The Chapter President shall appoint the Committee Chair and any Committee members whose terms 969

shall commence at the same time as the Chapter President’s, subject to the approval of the Chapter 970

Board of Directors. The Chair shall be appointed to serve a one (1) year term. The other Committee 971

members shall be appointed to serve three (3) year staggered terms. The Chair and the other 972

Committee members shall be eligible to serve consecutive terms. 973

974

The duties of the Chapter Government Relations Committee shall be to promote the Appraisal 975

Institute’s policies and programs regarding legislation and regulations that are of interest and 976

importance to appraisers and to support the Government Relations Subcommittee in the Chapter’s 977

state or territory. 978

979

Section 6. Other Chapter Committees 980

[If other Chapter committees are created, add their description here. The rules, composition, powers 981

and duties for any such committees must be consistent with the Bylaws, Regulations and policies of 982

the Appraisal Institute...] 983

984


ARTICLE X 985

986

Chapter Meetings and Quorums 987

988

Part A: Regular Chapter Meetings 989

The Chapter shall hold ____________ [at least four (4)] regular Chapter meetings a year, unless the 990

Chair of the Chapter’s Region approves fewer regular Chapter meetings. The regular Chapter 991

meetings should be scheduled to permit timely discussion of matters to be considered by the national 992

Board of Directors at its meetings. One (1) of these meetings shall be to elect Chapter officers and 993

directors for the subsequent year. 994

995

All regular Chapter meetings shall be open to all Designated Members, Candidates, Practicing 996

Affiliates and Affiliates belonging to the Chapter. 997

998

999

Part B: Special Chapter Meetings 1000

A special Chapter meeting shall be called by the Chapter Secretary upon receipt of a written request 1001

signed by the Chapter President, the Chapter Board of Directors, or at least ten percent (10%) of the 1002

combined number of the Designated Members, Candidates, Practicing Affiliates and Affiliates 1003

belonging to the Chapter. 1004

1005

Within seven (7) days after receipt of any such written request, the Chapter Secretary shall schedule 1006

a special Chapter meeting. Notice of such a meeting shall be delivered in writing to all Designated 1007

Members, Candidates, Practicing Affiliates and Affiliates belonging to the Chapter. This written notice 1008

shall specify the date, time, place and purpose of the special meeting. The date selected for the 1009

special Chapter meeting shall be at least ten (10) days but no more than twenty (20) days from the 1010

date of the transmission of the notice 1011

1012

All special Chapter meetings shall be open to all Designated Members, Candidates, Practicing 1013

Affiliates and Affiliates belonging to the Chapter. 1014

1015

1016

Part C: Meetings in Person or by Interactive Technology 1017

Chapter meetings may be held either in person or by interactive technology, so long as all Designated 1018

Members, Candidates, Practicing Affiliates and Affiliates belonging to the Chapter and participating in 1019

the meeting can communicate with one another. Interactive Technology includes but is not limited to 1020

conference telephone, electronic transmission, Internet usage or remote communication. Action 1021

taken at a meeting held via interactive technology shall be as effective as if the Designated Members, 1022

Candidates, Practicing Affiliates and Affiliates had met in person. 1023

1024

1025

Part D: Quorum 1026

A quorum for any regular or special Chapter meeting shall be those Designated Members, 1027

Candidates, Practicing Affiliates and Affiliates that belong to the Chapter who are present and voting 1028

at the meeting. The Designated Members, Candidates, Practicing Affiliates and Affiliates may take 1029

action at a meeting at which a quorum is present upon a majority vote of the Designated Members, 1030

Candidates, Practicing Affiliates and Affiliates present, unless a different requirement is prescribed by 1031

these Bylaws. A meeting at which a quorum is initially present may continue to transact business, 1032


notwithstanding the withdrawal of any Designated Members, Candidates, Practicing Affiliates or 1033

Affiliates, if any action taken is approved by a majority of the required quorum for that meeting or by a 1034

majority of the remaining individuals, whichever is greater. 1035

1036

1037

Part E: Joint Meetings 1038

Notice of joint meetings of Chapters with other organizations shall be given to national headquarters 1039

no fewer than thirty (30) days prior to the date of the meeting to avoid conflicts with the national 1040

meeting schedule. Joint meetings shall be publicly announced after the proper notice to the national 1041

headquarters. 1042

1043

1044

Part F: Robert’s Rules of Order 1045

All meetings are to be conducted according to Robert’s Rules of Order, Newly Revised. 1046

[If the Chapter maintains one or more branch Chapter(s), insert the following.] 1047

1048


ARTICLE XI 1049

1050

Branch Chapters 1051

1052

Part A: Purpose 1053

Where the jurisdiction of a Chapter covers a large geographical area, a Branch Chapter or Branch 1054

Chapters may be formed to make it more convenient for Designated Members, Candidates, 1055

Practicing Affiliates and Affiliates belonging to the Chapter to attend the meetings and functions of the 1056

Chapter. 1057

1058

1059

Part B: Formation 1060

The proposal for the formation of a Branch Chapter including boundaries and approximate number of 1061

Designated Members, Candidates, Practicing Affiliates and Affiliates belonging to the Chapter shall 1062

be considered by the Chapter Board of Directors and by the Regional Committee, both of which shall 1063

make recommendations. The Regional Chair shall report the Chapter’s and region’s 1064

recommendations to the national Board of Directors whose decision concerning approval or 1065

disapproval of the Branch Chapter(s) formation shall be final. 1066

1067

1068

Part C: Procedures and Directives 1069

The Procedures and Directives of the Branch Chapter (and any proposed changes to the Procedures 1070

and Directives) shall be approved by a majority vote of the Chapter Board of Directors present and 1071

voting at a quorum meeting and must be consistent with the Chapter Bylaws. 1072

1073

1074

Part D: Branch Chapter 1075

Designated Members, Candidates, Practicing Affiliates and Affiliates belonging to the Chapter who 1076

reside or work in the territory covered by the Branch Chapter shall deliver in writing to the Chapter 1077

Secretary a declaration whether they wish to be included on the list of Designated Members, 1078

Candidates, Practicing Affiliates and Affiliates belonging to the Branch Chapter. 1079

1080

1081

Part E: Branch Chapter Leadership 1082

The leadership of the Branch Chapter shall consist of a Chair, a Vice Chair and an Advisory Board. A 1083

Designated Member or Candidate belonging to the Branch Chapter shall be eligible to serve as Chair, 1084

Vice Chair, or Advisory Board member if he or she meets the requirements set forth in these Bylaws. 1085

1086

1087

Part F: Removal 1088

A Branch Chair, Vice Chair, or Advisory Board member shall be automatically removed if he or she: 1089

1090

1) ceases to meet any of the service eligibility requirements set forth in these Bylaws; or 1091

1092

2) receives a publishable disciplinary action by Appraisal Institute. 1093

1094

In the event of removal under this Part, the position shall be filled in the manner that the position was 1095

filled originally under these Bylaws. 1096


Part G: Branch Chapter Chair 1097

The initial Branch Chapter Chair shall be appointed by the Chapter Board of Directors. The term of 1098

office for a Branch Chapter Chair shall be one (1) year. 1099

1100

1101

Part H: Branch Chapter Vice Chair 1102

The Vice Chair of the Branch Chapter shall be appointed to a one (1) year term by the Chapter Board 1103

of Directors. The Branch Chapter Vice Chair shall automatically succeed to the office of Chair of the 1104

Branch Chapter unless good cause is shown and a motion to the contrary is passed by two-thirds 1105

(2/3) of the Directors voting on the issue at a quorum meeting of the Chapter Board of Directors. 1106

1107

1108

Part I: Branch Chapter Advisory Board 1109

The Branch Chapter shall maintain an Advisory Board consisting of ___________ [minimum of three 1110

(3)] individuals elected by the Designated Members, Candidates, Practicing Affiliates and Affiliates 1111

belonging to the Branch Chapter. Branch Chapter Advisory Board members shall be elected to serve 1112

staggered three (3) year terms. 1113

1114

Any Branch Chapter Advisory Board member may be selected by the Branch Chapter Chair to 1115

perform the duties of Secretary/Treasurer. 1116

1117

1118

Part J: Branch Chapter Meetings 1119

The Branch Chapter shall hold _____________ [minimum of two (2)] meetings a year. These 1120

meetings should be held shortly before two of the national Board of Directors meeting each year. 1121

Other Branch Chapter meetings shall be at the discretion of the Branch Chapter Chair and the Branch 1122

Chapter Advisory Board. The location of each Branch Chapter meeting shall be determined by the 1123

Branch Chapter Chair and Vice Chair. 1124

1125

Joint meetings of the Branch Chapter and Chapter shall be held at least once a year. The Chair and 1126

Vice Chair of the Branch Chapter shall each attend at least one Chapter meeting per year. 1127

1128

1129

Part K: Branch Chapter Funding 1130

Chapter dues or service fees shall be paid only to the Chapter. The Chapter shall allocate $200 for 1131

the Branch Chapter as its initial budget. The Chapter shall control the funding of all monies to the 1132

Branch Chapter. The Branch Chapter shall operate within its own budget as approved by the Chapter 1133

Board of Directors. 1134

1135

1136

Part L: Branch Chapter Reports 1137

All Branch Chapter reports, programs, minutes or newsletters shall be transmitted to the Chapter 1138

President. 1139

1140


ARTICLE XII 1141

1142

Chapter Publications 1143

1144

Part A: Chapter Directory 1145

If the Chapter publishes a directory for Designated Members, Candidates, Practicing Affiliates and 1146

Affiliates belonging to the Chapter, and for local users of services, the directory may include list(s) of 1147

individuals in one or more of the following categories: Designated Members, Candidates, Practicing 1148

Affiliates and Affiliates in the Chapter. Any list(s) that includes individuals in more than one of these 1149

categories shall identify in which category each individual falls. A copy of any Chapter directory must 1150

be forwarded to the Chief Executive Officer of the Appraisal Institute. 1151

1152

1153

Part B: Chapter Newsletter 1154

If the Chapter publishes a newsletter for Designated Members, Candidates, Practicing Affiliates and 1155

Affiliates in the Chapter, and other interested parties, a copy of such Chapter newsletter must be 1156

delivered in writing to the Chief Executive Officer of the Appraisal Institute. 1157

1158

1159

Part C: Chapter Website 1160

Each Chapter shall establish and maintain a website to provide information for use by Designated 1161

Members, Candidates, Practicing Affiliates and Affiliates in the Chapter, and other interested parties. 1162

1163

1164


ARTICLE XIII 1165

1166

Restrictions Upon the Powers of Chapters 1167

1168

Part A: General Limitation 1169

All actions taken by a Chapter that are not required or authorized by the national Bylaws, Regulations 1170

and policies of the Appraisal Institute shall be voidable by the national Board of Directors. A Chapter 1171

shall not act in a manner that is inconsistent with the national Bylaws, Regulations and policies of the 1172

Appraisal Institute. A Chapter shall not speak or act in a manner that jeopardizes the not-for-profit 1173

status of the Appraisal Institute and its Chapters. 1174

1175

1176

Part B: Adoption and Amendment of Chapter Bylaws 1177

At the first Chapter meeting after being chartered, each Chapter shall adopt its own Chapter Bylaws. 1178

Such Chapter Bylaws shall be consistent with the Articles of Incorporation, the national Bylaws, the 1179

Regulations and policies of the Appraisal Institute. Within thirty (30) days of their adoption, the 1180

Chapter Secretary shall deliver in writing to the Chief Executive Officer of the Appraisal Institute such 1181

Chapter Bylaws. 1182

1183

Each Chapter may, by a majority vote of those Designated Members, Candidates, Practicing Affiliates 1184

and Affiliates present and voting at a regular or special Chapter meeting called for this purpose, 1185

amend its Bylaws. However, notice of the proposed changes shall be delivered in writing to the 1186

Designated Members, Candidates, Practicing Affiliates and Affiliates of the Chapter no fewer than 1187

fourteen (14) days prior to the meeting, and the amended Bylaws shall be consistent with the Articles 1188

of Incorporation, national Bylaws, Regulations and policies of the Appraisal Institute. Within thirty (30) 1189

days after their amendment, the Chapter Secretary shall deliver in writing to the Chief Executive 1190

Officer of the Appraisal Institute the amended Chapter Bylaws. 1191

1192

Amendments to Chapter Bylaws to ensure consistency with the Articles of Incorporation, national 1193

Bylaws, Regulations and policies of the Appraisal Institute shall not require approval of the 1194

Designated Members, Candidates, Practicing Affiliates and Affiliates belonging to the Chapter. 1195

1196

Each Chapter Bylaws, and any amendments thereto, shall be reviewed for consistency as described 1197

above. Any Chapter Bylaws that is inconsistent with the Articles of Incorporation, the national Bylaws 1198

any Regulation or any policy of the Appraisal Institute shall be void and of no force or effect. If the 1199

Appraisal Institute determines that the Chapter Bylaws are inconsistent, the Appraisal Institute shall 1200

deliver in writing notice to the Chapter that it has ninety (90) days to correct the inconsistency. If the 1201

Chapter refuses or fails to comply, the appropriate Regional Chair shall be notified and the Chapter’s 1202

regional representation shall be suspended. Continued failure to comply by the Chapter shall be 1203

cause for the national Board of Directors to suspend or revoke the Chapter’s charter. 1204

1205

1206

Part C: Restriction Upon Committing the Appraisal Institute 1207

A Chapter shall not commit the Appraisal Institute to any financial obligation, or to any other obligation 1208

whatsoever, unless such commitment is authorized in advance in writing by the national Board of 1209

Directors. 1210

1211


1212

Part D: Acting in the Name of the Appraisal Institute 1213

A Chapter shall not speak for or act in the name of the Appraisal Institute without the prior written 1214

approval of the national Board of Directors. 1215

Part E: Acting in the Name of the Chapter 1216

When Chapter officers act or speak for the Chapter, the full name of the Chapter shall be used to 1217

avoid interpretation of such actions or statements as official actions or statements of the Appraisal 1218

Institute. 1219

1220

1221

Part F: Restriction Upon Incorporation 1222

No Chapter existing on January 1, 1991, which has not been previously incorporated, nor any 1223

Chapter chartered subsequent to that date, shall cause or permit itself to be incorporated under any 1224

state or federal law. A Chapter existing on January 1, 1991, which has been previously incorporated, 1225

shall be allowed to remain incorporated provided it meets the requirements set forth below. 1226

1227

An incorporated Chapter’s Articles of Incorporation shall be approved by the national Board of 1228

Directors of the Appraisal Institute. If deemed necessary by the national Board of Directors, the 1229

incorporated Chapter’s Articles of Incorporation shall be amended prior to approval. An incorporated 1230

Chapter must file all state tax returns and corporate documents as required by applicable law and 1231

must forward copies of all such filings within thirty (30) days to the Chief Executive Officer of the 1232

Appraisal Institute. An incorporated Chapter shall enter into a license agreement with the Appraisal 1233

Institute for the use of the Appraisal Institute’s tradename, trademark, service marks and collective 1234

marks. 1235

1236

Failure to provide copies of its Articles of Incorporation to the national Board of Directors for review, 1237

failure to file the necessary corporate and state tax documents or failure to otherwise conform to the 1238

national Bylaws, Regulations and policies of the Appraisal Institute shall be cause for the national 1239

Board of Directors to require the incorporated Chapter to dissolve its corporate status. 1240

1241

1242

Part G: Use of Chapter Funds 1243

All funds held by a Chapter shall be used to carry out the purposes of the Chapter. No funds held by 1244

a Chapter shall be diverted from such purposes for the personal benefit of any individual. Chapters 1245

are encouraged to maintain sufficient funds in reserve to cover six months, but no more than one 1246

year, of Chapter operating expenses. 1247

1248

1249

Part H: Chapter Education Trust Funds 1250

To establish a Chapter Education Trust Fund, the Chapter must first receive the written approval of 1251

the national Board of Directors after consideration by the national Finance Committee. 1252

1253

In reviewing the request of a Chapter for permission to establish an education trust fund, the national 1254

Board of Directors and the national Finance Committee shall consider: (1) the adequacy of the 1255

Chapter’s operating funds; (2) the proposed rules and regulations of the Chapter for establishing and 1256

administering the fund; (3) the impact on the Appraisal Institute Education and Relief Foundation; and 1257

(4) such other matters as may be appropriate. 1258


This provision does not prohibit a Chapter from designating a portion of the funds held by a Chapter 1259

for educational purposes. 1260

1261

1262


ARTICLE XIV 1263

1264

Suspension or Revocation of Charter 1265

1266

Part A: Suspension or Revocation for Cause 1267

The national Board of Directors may suspend or revoke a Chapter’s charter for cause after six (6) 1268

months notice by a two-thirds (2/3) vote of those Directors present at a regular or special meeting for 1269

any of the following reasons: 1270

1271

a) failure to abide by the Bylaws, Regulations and policies of the Appraisal Institute; 1272

1273

b) failure to abide by the Bylaws of the Chapter itself; 1274

1275

c) retention on the Chapter roster of any person who is not a Designated Member, Candidate, 1276

Practicing Affiliate or Affiliate belonging to the Appraisal Institute after proper notification by the 1277

Chief Executive Officer of the Appraisal Institute; 1278

1279

d) failure to maintain the minimum number of Designated Members, Candidates, Practicing Affiliates 1280

and Affiliates necessary for chartering as required by Appraisal Institute Regulation No 8; 1281

however, this provision shall not apply to the Chapters of the American Institute of Real Estate 1282

Appraisers or the Society of Real Estate Appraisers that existed on December 31, 1990, nor shall 1283

this provision apply to Chapters created by the merger of such existing Chapters prior to June 21, 1284

1997; 1285

1286

e) failure to abide by any license agreement between the Appraisal Institute and an incorporated 1287

Chapter; or 1288

1289

f) other good cause at the direction of the national Board of Directors. 1290

1291

The Chapter shall be entitled to be heard at the meeting of the national Board of Directors at which 1292

revocation or suspension is considered. The decision of the national Board of Directors shall be final 1293

and conclusive. 1294

1295

1296

Part B: Surrender of Charter 1297

The surrender of a charter by action of two-thirds (2/3) of the Chapter Designated Members, 1298

Candidates, Practicing Affiliates and Affiliates present at a Chapter meeting called for such purpose 1299

shall bring about automatic cancellation. 1300

1301

1302

Part C: Disposition of Assets 1303

In the event of a revocation, surrender or dissolution of a Chapter, the assets held by the Chapter 1304

shall be transferred to the Appraisal Institute. If two (2) or more Chapters merge, the assets held by 1305

the Chapters shall be merged. If one (1) Chapter splits into two (2) or more smaller Chapters, the 1306

assets held by of the original Chapter shall first be used to retire any indebtedness of such Chapter, 1307

and the balance of the funds shall then be reallocated to the new Chapters on a per capita Practicing 1308

Designated Member basis. 1309

Model Chapter Bylaws - Appraisal Institute

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